Nebius Group (NASDAQ:NBIS) Stock Price Up 4.1% – Still a Buy?

Nebius Group N.V. (NASDAQ:NBIS)’s share price shot up 4.1% on Thursday . The company traded as high as $232.85 and last traded at $217.99. 30,431,688 shares changed hands during mid-day trading, an increase of 71% from the average session volume of 17,782,367 shares. The stock had previously closed at $209.37.

Key Headlines Impacting Nebius Group

Here are the key news stories impacting Nebius Group this week:

• Positive Sentiment: Nebius notified customers that prices for selected on-demand AI-computing services will increase effective October 1. Nvidia H100 pricing is reportedly rising about 17%, from $3.85 to $4.50 per hour, while newer B300 pricing is increasing about 21%, from $7.85 to $9.50 per hour. The increases represent the company’s second price hike in three months and suggest that demand for available GPU capacity remains strong. Nebius hikes AI cloud prices again as demand for computing power soars
• Positive Sentiment: Investors viewed the pricing action as evidence that AI “neocloud” providers can pass higher costs to customers and potentially expand revenue and margins. Commentary also suggests the upcoming Vera Rubin platform may keep compute demand tight, even as prominent technology leaders discuss moderating AI spending. Nebius: You Don’t Raise Prices Into A Slowdown
• Neutral Sentiment: The broader market backdrop was also supportive, with Treasury yields easing and oil prices falling, although these factors are not specific to Nebius. 10-year Treasury yield eases, oil falls to $100
• Neutral Sentiment: Chief Revenue Officer Marc Boroditsky sold 7,000 shares worth approximately $1.46 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction limits its significance as a measure of insider confidence, though his remaining stake was reduced substantially. SEC Form 4 Filing
• Negative Sentiment: Risks remain elevated because Nebius is unprofitable, requires substantial capital spending to expand capacity and faces concerns about balance-sheet pressure, potential dilution and AI-sector rotation. The stock’s recent decline was also linked to AI-safety concerns, making the latest rally vulnerable if demand or funding expectations weaken. Nebius stock outlook

Wall Street Analysts Forecast Growth

Several research firms have issued reports on NBIS. Citigroup increased their target price on Nebius Group from $278.00 to $324.00 and gave the stock a “buy” rating in a research report on Friday, August 14th. Zacks Research lowered Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 31st. Robert W. Baird increased their price objective on Nebius Group from $250.00 to $340.00 and gave the stock an “outperform” rating in a report on Thursday, August 13th. BNP Paribas Exane assumed coverage on Nebius Group in a research note on Tuesday, June 2nd. They issued a “neutral” rating and a $255.00 target price for the company. Finally, Northland Securities raised their target price on Nebius Group from $248.00 to $410.00 and gave the stock an “outperform” rating in a research note on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $242.79.

Nebius Group Stock Up 4.1%

The company’s 50 day simple moving average is $211.98 and its 200-day simple moving average is $189.21. The company has a debt-to-equity ratio of 0.82, a quick ratio of 4.03 and a current ratio of 4.03. The firm has a market capitalization of $55.16 billion, a PE ratio of -7,263.91 and a beta of 4.23.

Nebius Group (NASDAQ:NBIS) last released its quarterly earnings results on Thursday, August 13th. The company reported ($0.12) EPS for the quarter, beating analysts’ consensus estimates of ($0.67) by $0.55. Nebius Group had a net margin of 4.55% and a negative return on equity of 6.03%. The firm had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. During the same period in the previous year, the business earned $2.38 EPS. The business’s revenue for the quarter was up 454% on a year-over-year basis. On average, analysts forecast that Nebius Group N.V. will post -3.76 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, insider Andrey Korolenko sold 33,871 shares of Nebius Group stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $7,974,926.95. Following the completion of the sale, the insider owned 551,338 shares in the company, valued at approximately $129,812,532.10. This trade represents a 5.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Arkadiy Volozh sold 46,627 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total value of $10,978,327.15. Following the transaction, the chief executive officer directly owned 821,662 shares of the company’s stock, valued at $193,460,317.90. The trade was a 5.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 160,201 shares of company stock worth $39,208,414.

Hedge Funds Weigh In On Nebius Group

Hedge funds and other institutional investors have recently bought and sold shares of the stock. IKE Capital LLC bought a new stake in shares of Nebius Group during the 2nd quarter worth $394,000. Revere Asset Management Inc purchased a new stake in Nebius Group during the second quarter valued at about $2,476,000. Tortoise Investment Management LLC bought a new stake in Nebius Group during the second quarter worth about $529,000. Sequoia Financial Advisors LLC lifted its stake in Nebius Group by 11.9% during the second quarter. Sequoia Financial Advisors LLC now owns 6,623 shares of the company’s stock worth $1,829,000 after purchasing an additional 702 shares during the last quarter. Finally, Van Hulzen Asset Management LLC purchased a new position in shares of Nebius Group in the 2nd quarter worth about $220,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

Nebius Group Company Profile

Nebius Group N.V. (NASDAQ: NBIS) is a technology company focused on artificial intelligence infrastructure and related services. Its principal business is Nebius AI, a cloud platform that provides computing, storage, networking and managed infrastructure designed to support the development and deployment of AI applications, including access to accelerated computing resources.

The company also operates or develops businesses in adjacent technology markets. These include Toloka, which provides data and evaluation services for machine-learning systems; TripleTen, an online education platform offering technology-focused training; and Avride, a developer of autonomous driving and delivery technologies.